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Plan Name | UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC. |
Employer identification number (EIN): | 141377518 |
NAIC Classification: | 623000 |
NAIC Description: | Nursing and Residential Care Facilities |
Additional information about WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1952-01-24 |
Company Identification Number: | 77361 |
Legal Registered Office Address: |
250 TUYTENBRIDGE ROAD PO BOX 1488 KINGSTON United States of America (USA) 12402 |
More information about WRAPAROUND SERVICES OF THE HUDSON VALLEY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | MAUREEN GOSHEA | 2020-10-13 | ||
001 | 2018-01-01 | MAUREEN GOSHEA | 2019-07-19 | MAUREEN GOSHEA | 2019-07-19 |
001 | 2017-01-01 | MAUREEN GOSHEA | 2018-07-09 | MAUREEN GOSHEA | 2018-07-09 |
001 | 2016-01-01 | MAUREEN GOSHEA | 2017-07-21 | MAUREEN GOSHEA | 2017-07-21 |
001 | 2015-01-01 | MAUREEN GOSHEA | 2016-07-21 | MAUREEN GOSHEA | 2016-07-21 |
001 | 2014-01-01 | MAUREEN GOSHEA | 2015-07-20 | MAUREEN GOSHEA | 2015-07-20 |
001 | 2013-01-01 | MAUREEN GOSHEA | 2014-07-28 | MAUREEN GOSHEA | 2014-07-28 |
001 | 2012-01-01 | MAUREEN GOSHEA | 2013-07-26 | MAUREEN GOSHEA | 2013-07-26 |
001 | 2011-01-01 | MAUREEN GOSHEA | 2012-07-27 | MAUREEN GOSHEA | 2012-07-27 |
001 | 2010-01-01 | MAUREEN GOSHEA | 2011-07-25 | MAUREEN GOSHEA | 2011-07-25 |
Measure | Date | Value |
---|---|---|
2022: UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 162 |
Number of participants with account balances | 2022-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 10 |
Total of all active and inactive participants | 2021-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 197 |
Number of participants with account balances | 2021-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 202 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 8 |
Total of all active and inactive participants | 2020-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 210 |
Number of participants with account balances | 2020-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $9,268 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $41,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $34,944 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $111,325 |
Value of total assets at end of year | 2022-12-31 | $622,044 |
Value of total assets at beginning of year | 2022-12-31 | $654,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,907 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $16,727 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $16,727 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $480,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $92,909 |
Participant contributions at end of year | 2022-12-31 | $15,000 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $18,416 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-32,583 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $622,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $654,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $2,447 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $607,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $654,626 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-118,784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $34,944 |
Contract administrator fees | 2022-12-31 | $4,460 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BONADIO & CO., LLP |
Accountancy firm EIN | 2022-12-31 | 161131146 |
2021 : UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $178,382 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $33,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $26,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $93,666 |
Value of total assets at end of year | 2021-12-31 | $654,627 |
Value of total assets at beginning of year | 2021-12-31 | $509,652 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,534 |
Total interest from all sources | 2021-12-31 | $18 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $43,588 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $43,588 |
Administrative expenses professional fees incurred | 2021-12-31 | $990 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $480,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $93,666 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $1,131 |
Total non interest bearing cash at end of year | 2021-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $144,975 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $654,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $509,652 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $2,254 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $654,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $508,521 |
Interest on participant loans | 2021-12-31 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $41,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $26,873 |
Contract administrator fees | 2021-12-31 | $3,290 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RBT CPAS, LLP |
Accountancy firm EIN | 2021-12-31 | 141604297 |
2020 : UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $111,045 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $16,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,693 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $48,155 |
Value of total assets at end of year | 2020-12-31 | $509,652 |
Value of total assets at beginning of year | 2020-12-31 | $415,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,891 |
Total interest from all sources | 2020-12-31 | $113 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $15,411 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $15,411 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $480,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $48,155 |
Participant contributions at end of year | 2020-12-31 | $1,131 |
Participant contributions at beginning of year | 2020-12-31 | $1,018 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $94,461 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $509,652 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $415,191 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,631 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $508,521 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $414,173 |
Interest on participant loans | 2020-12-31 | $113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $47,366 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,693 |
Contract administrator fees | 2020-12-31 | $3,260 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | RBT CPAS, LLP |
Accountancy firm EIN | 2020-12-31 | 141604297 |
2022: UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNITED CEREBRAL PALSY OF ULSTER COUNTY INC. 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |